See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,049 | $51,576-37.9% | $129,207-75.2% | $80,856-60.4% |
| Participation rate | 22.5% | 57.0%-34.5pp | 69.6%-47.1pp | 67.6%-45.1pp |
| Annual return | 12.27% | 20.81%-8.5pp | 9417.33%-9405.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,896 | $2,669-29.0% | $4,168-54.5% | $4,296-55.9% |
| Admin fee / account holder | $1,234 | $4,305-71.3% | $7,715-84.0% | $6,918-82.2% |